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Every quote had to satisfy customer contracts and federal rules, and then somebody keyed the order into NetSuite by hand. Revenue Cloud Advanced took over the configuration, pricing and approvals, and orders now create themselves.
The payment provider was being switched off, and thousands of customers pay through it every month. We rebuilt the IVR and Agent Assist flows on Trust Payments and cut over in under 30 days, with PCI compliance intact.
SureStep's One Microsoft programme needed CRM sitting alongside the rest of the stack. Dynamics 365 Sales became the system of record for accounts and opportunities, with years of pipeline history carried across intact and teams in North America, Europe and APAC finally working the same way.
Consulting support and SaaS support had never sat comfortably in the same system. Dynamics 365 Customer Service carries both, the case history came across with them, and regulated customers get the auditable handling their contracts ask for.
Cases arrived by portal, by email and by phone, and nobody could see the whole picture of a client. Salesforce now pushes cases and opportunities into dedicated Slack channels, so support and sales are looking at the same thing.
SureStep's marketing team needed a developer every time they wanted a lead form. They now build campaigns themselves on Experience Cloud, more than 75 pieces of gated content run through it, and Slack tells sales when a lead lands.
Audit preparation takes 60% less time now that chasing evidence is nobody's job. Power Automate watches the SharePoint folders for SOC 2 documentation and warns the owner before a deadline rather than after it.
Neil Kelly's finance team was working from an Excel workbook that refreshed overnight over a VPN. Salesforce and Sage Intacct now talk to each other directly, so project managers watch job costs and margin as they move.
Years of NPSP customisation had left Relay Resources with an org few people could use and reporting that would not roll up. Moving to Nonprofit Cloud was a chance to rebuild the processes properly rather than port them across.
Compliance checks used to mean paper forms, manual uploads, and office staff chasing them. Aquacare technicians now complete them on site in Joblogic, and asset schedules and reminders look after themselves.
Agents were confirming accounts by hand and could take only one payment per call. With Vonage and PCI Pal wired into Salesforce, the account opens as the phone rings, customers settle several sites at once, and card numbers never reach a person.
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